The Minutes

Gavin Baker on

dram

2 entries, 9 Dec 2025 to 26 Jul 2026

On the recordsourced and dated, oldest first

    1. spoken

      Baker warns a true DRAM capacity cycle could see prices increase 10X, not the typical 30-50%.

      “If the price of DRAM, if like a DRAM wafer is valued at like a five carat diamond.”

      9 Dec 2025 · Invest Like the Best · 1:06:16 · source · permalink
    1. reported

      Memory bottlenecks create severe performance penalties, with a thirty-eight times slowdown when data operations exceed available DRAM capacity.

      ““38x slowdown once shuffle data exceeds available DRAM and spills to SSD.” From a joint Micron/Meta white paper. The DRAM bottleneck almost certainly lasts the longest. OP from @jukan05”

      26 Jul 2026 · X (formerly Twitter) · https://x.com/GavinSBaker · source

Gavin Baker ontheir other subjects

Everything Gavin Baker is on record saying · RSS